TWA
CTO

TCI Wealth Advisors’s CTO Realty Growth CTO Stock Holding History

TCI Wealth Advisors’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-207
Closed -$3.78K – 2542
2022
Q4 		$3.78K Buy
+207
New +$3.98K ﹤0.01% 1711

Other funds holding CTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

TCI Wealth Advisors's CTO Position: Q1 2023 in Review

TCI Wealth Advisors sold out of CTO Realty Growth (CTO) in Q1 2023, closing a stake of 207 shares — an estimated $3.78K sold.

TCI Wealth Advisors first reported a position in CTO in Q4 2022 and held it in 1 quarter. The position peaked at $3.78K in Q4 2022. 135 funds tracked by Wall St. Rank hold CTO as of Q1 2023.

  • TCI Wealth Advisors reported no remaining CTO Realty Growth position as of Q1 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 207 CTO Realty Growth shares in Q1 2023, an estimated $3.78K.
  • TCI Wealth Advisors first reported a position in CTO Realty Growth in Q4 2022 and held it in 1 quarter.
  • TCI Wealth Advisors's CTO Realty Growth position peaked at $3.78K in Q4 2022.
  • 135 funds tracked by Wall St. Rank held CTO Realty Growth as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.